CMS Energy Corp
CMS- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000811156
In the last 90 days, CMS Energy Corp insiders filed 1 open-market purchase and 0 sales; 821 institutions reported holding it in 13F filings for Q2 2026, worth $24.2B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in CMS Energy Corp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 633
- +24 vs. Q3 2023
- Shares held
- 280.6M
- +4.55M (+1.6%) vs. Q3 2023
- Total value
- $16.3B
- +$1.65B (+11.3%) vs. Q3 2023
- New holders
- 100
- 202 more added
- Sold out
- 76
- 237 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 821 | $24.2B |
| Q1 2026 | 802 | $23.1B |
| Q4 2025 | 801 | $20.5B |
| Q3 2025 | 776 | $21.2B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.5B |
| Q4 2024 | 716 | $18.9B |
| Q3 2024 | 710 | $20.1B |
| Q2 2024 | 686 | $16.6B |
| Q1 2024 | 664 | $16.9B |
| Q4 2023 | 633 | $16.3B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.3B |
| Q1 2023 | 631 | $16.7B |
| Q4 2022 | 636 | $17.2B |
| Q3 2022 | 628 | $15.7B |
| Q2 2022 | 628 | $18.1B |
| Q1 2022 | 636 | $18.6B |
| Q4 2021 | 584 | $17.2B |
| Q3 2021 | 566 | $15.8B |
| Q2 2021 | 575 | $15.5B |
| Q1 2021 | 566 | $15.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 37 | $2.15K | 0.00% | +37 | New |
| Avion Wealth | 28 | $2.00K | 0.00% | +28 | New |
| Coston, McIsaac & Partners | 38 | $2.00K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 34 | $1.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $1.86K | 0.00% | −8−20.0% | Reduced |
| Coppell Advisory Solutions LLC | 29 | $1.68K | 0.00% | +29 | New |
| Carolinas Wealth Consulting LLC | 26 | $1.51K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 25 | $1.45K | 0.00% | −404−94.2% | Reduced |
| Private Wealth Management Group, LLC | 22 | $1.28K | 0.00% | +22 | New |
| Iron Horse Wealth Management, LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19 | $1.10K | 0.00% | +4+26.7% | Added |
| Baystate Wealth Management LLC | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.08K | 0.00% | +19 | New |
| SRS Capital Advisors, Inc. | 18 | $1.05K | 0.00% | −73−80.2% | Reduced |
| Planning Capital Management Corp | 18 | $1.05K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $988 | 0.00% | +17 | New |
| Tucker Asset Management LLC | 17 | $987 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $956 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $813 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $755 | 0.00% | +13 | New |
| ClariVest Asset Management LLC | 11 | $638 | 0.00% | +11 | New |
| Orion Capital Management LLC | 9 | $523 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $465 | 0.00% | +1+14.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $406 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $406 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $345 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $233 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $232 | 0.00% | −4−50.0% | Reduced |
| Rakuten Securities, Inc. | 2 | $116 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,719,841−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −996,192−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −433,070−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −339,658−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −288,141−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −258,291−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −242,264−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −188,834−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −181,909−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −89,930−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −76,800−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −58,700−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −43,418−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −40,042−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −36,982−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −35,020−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −31,967−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −28,495−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −27,043−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −21,594−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −20,779−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,908−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −16,417−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,704−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,981−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,960−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,608−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,467−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,279−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,264−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,112−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −5,609−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −5,377−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −4,973−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,954−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,733−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −4,506−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −3,792−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Magnolia Capital Management Ltd | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |